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Evercore

634 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 201 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 69

18% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $20M

1% more funds holding

Funds holding: 627634 (+7)

1% more capital invested

Capital invested by funds: $11.7B → $11.9B (+$164M)

0.34% more ownership

Funds ownership: 89.91%90.26% (+0.34%)

20% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 252

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
7.71%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
85
Increased
201
Reduced
252
Closed
69
Calls
$23.6M
Puts
$20M
Net Calls
+$3.64M
Net Calls Change
-$9.84M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
126
First Trust Advisors
Illinois
$9.91M +$1.72M +5,347 +22%
GIP
127
Granite Investment Partners
California
$9.73M -$4.3M -13,377 -32%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$9.43M -$1.85M -5,760 -17%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$9.38M -$446K -1,389 -5%
WCA
130
Waratah Capital Advisors
Ontario, Canada
$9.19M +$5.18M +16,109 +148%
Canada Life
131
Canada Life
Manitoba, Canada
$9.17M -$968K -3,013 -10%
EI
132
EFG International
$9.15M +$8.62M +26,821 New
NC
133
Nitorum Capital
New York
$9.05M -$510K -1,586 -6%
Barclays
134
Barclays
United Kingdom
$8.91M -$11.9M -36,931 -59%
PMAM
135
Picton Mahoney Asset Management
Ontario, Canada
$8.89M -$122K -379 -1%
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$8.87M +$129K +400 +2%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$8.74M -$7.55M -23,497 -48%
PIM
138
Peregrine Investment Management
Ontario, Canada
$8.54M -$337K -1,050 -4%
SP
139
Sarasin & Partners
United Kingdom
$8.51M
DDPIC
140
Deroy & Devereaux Private Investment Counsel
Michigan
$8.23M -$257K -800 -3%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$7.89M +$571K +1,775 +8%
LPL Financial
142
LPL Financial
California
$7.89M +$319K +994 +4%
PCM
143
Prana Capital Management
Connecticut
$7.5M -$118K -367 -2%
ACM
144
Advisors Capital Management
New Jersey
$7.47M -$57.5K -179 -0.8%
PA
145
Pinnacle Associates
New York
$7.36M -$22.8K -71 -0.3%
BGDI
146
BW Gestao de Investimentos
Brazil
$7.32M +$6.91M +21,512 New
Corient Private Wealth
147
Corient Private Wealth
Florida
$7.11M +$14.3M +44,505 +461%
GAM
148
Gotham Asset Management
New York
$7.07M -$1.93K -6 -0%
AWM
149
Axxcess Wealth Management
California
$7.02M +$144K +447 +2%
Mariner
150
Mariner
Kansas
$6.93M +$576K +1,793 +10%